Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.553 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47443.33 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46045.34 Kr¶
PnL: ---------------------------------------> -843.23 Kr¶
DD now: ---------------------------------> -2.44 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 10:12:12.637818'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.640000 | 3130.000000 | 203.000000 | 6.940000 | 2927.000000 |
| HEBA B | 70 | 0.380000 | 2782.500000 | 146.500000 | 5.560000 | 2636.000010 |
| HMS Networks | 2 | -1.010000 | 782.800000 | 109.800000 | 16.320000 | 673.000000 |
| SAAB B | 8 | -0.230000 | 3435.200000 | 58.200000 | 1.720000 | 3377.000000 |
| Nordea Bank Abp | 29 | 0.680000 | 3507.260000 | 53.260000 | 1.540000 | 3453.999992 |
| MedCap | 2 | 0.000000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.720000 | 392.600000 | 37.600000 | 10.590000 | 355.000000 |
| Intrum | 4 | 2.020000 | 555.800000 | 28.800000 | 5.460000 | 527.000000 |
| Resurs Holding | 22 | 1.150000 | 600.600000 | 26.600000 | 4.630000 | 573.999998 |
| Corem Property Group B | 59 | 0.300000 | 600.620000 | 23.620000 | 4.090000 | 576.999999 |
| OEM International B | 7 | 0.000000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Boozt | 12 | -0.070000 | 1670.400000 | 16.400000 | 0.990000 | 1653.999996 |
| Swedbank A | 3 | 0.700000 | 579.900000 | 15.900000 | 2.820000 | 564.000000 |
| AcadeMedia | 12 | -1.000000 | 572.880000 | 15.880000 | 2.850000 | 557.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| Eastnine | 4 | 0.000000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Securitas B | 6 | 1.000000 | 581.880000 | 11.880000 | 2.080000 | 570.000000 |
| Norva24 Group | 16 | -0.870000 | 549.120000 | 6.120000 | 1.130000 | 543.000000 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Creaspac SPAC | 6 | 0.100000 | 581.400000 | 4.400000 | 0.760000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.360000 | 250.080000 | 4.080000 | 1.660000 | 246.000000 |
| Coor Service Management Hold. | 8 | -0.070000 | 535.200000 | 3.200000 | 0.600000 | 532.000000 |
| Handelsbanken A | 5 | 0.510000 | 542.750000 | -3.250000 | -0.600000 | 546.000000 |
| Midsona B | 63 | 0.550000 | 571.410000 | -11.590000 | -1.990000 | 582.999984 |
| Essity B | 2 | 0.470000 | 551.800000 | -22.200000 | -3.870000 | 574.000000 |
| International Petroleum Corp. | 5 | 3.530000 | 571.500000 | -23.070000 | -3.880000 | 594.565215 |
| CTEK | 13 | -4.210000 | 508.300000 | -25.700000 | -4.810000 | 533.999999 |
| Essity A | 4 | 0.910000 | 1108.000000 | -41.000000 | -3.570000 | 1149.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.370000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.160000 | 3654.000000 | -157.000000 | -4.120000 | 3810.999990 |
| Beijer Electronics Group | 26 | -0.190000 | 2797.600000 | -173.400000 | -5.840000 | 2971.000006 |
| OX2 | 18 | 0.190000 | 1421.100000 | -242.900000 | -14.600000 | 1663.999992 |
| Axfood | 13 | 0.560000 | 3487.900000 | -268.100000 | -7.140000 | 3756.000001 |
| Ovzon | 52 | -0.370000 | 2766.400000 | -595.600000 | -17.720000 | 3361.999992 |
| TOTAL | 46045.340000 | -843.230000 | -2.43998% | 46888.564618 |
Updated:¶
'2023-01-27 10:12:26.123482'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
